Paraplanner: Research‑Driven Financial Planning

Artemis Recruitment Consultants Ltd; East Midlands; Hybrid; GBP 38,000 - 52,000; Full time

Benefits offered by this job

25 days holiday increasing to 30

Discretionary bonus

Employer pension contributions up to 7

Life assurance 4x salary

Income protection 75%

Professional development opportunities

Job summary

Artemis Recruitment Consultants Ltd is seeking an experienced Paraplanner to join a professional Financial Planning team supporting Financial Advisers and high-net-worth clients in a hybrid role in Derbyshire.

You will deliver high-quality research, prepare detailed recommendation and strategy reports, and support advisers with complex cases while ensuring compliance and regulatory standards are met.

Qualifications

• Experienced Paraplanner with strong technical background.
• Experience in an IFA or financial planning environment.
• Proven ability to research and write suitability, recommendation or strategy reports.

Responsibilities

• Provide technical and research support to Financial Advisers.
• Conduct detailed financial research and analysis.
• Prepare high-quality recommendation and strategy reports.
• Produce clear client-friendly reports in Plain English.
• Assist advisers with complex financial planning cases.
• Research investments and taxation matters.
• Ensure regulatory, compliance and quality standards are met.

Skills

Paraplanner

Financial planning knowledge

Research skills

Education

Level 4 Diploma in Financial Planning

Job description

Artemis Recruitment Consultants Ltd is seeking an experienced Paraplanner to join a professional Financial Planning team supporting Financial Advisers and high-net-worth clients in a hybrid role in Derbyshire.

You will deliver high-quality research, prepare detailed recommendation and strategy reports, and support advisers with complex cases while ensuring compliance and regulatory standards are met.